Cohesive Services For Your Estate Planning Needs
The Trebing Law Center helps clients design estate plans that not only fulfill their specific concerns and intentions regarding the orderly disposition of their wealth, but which also address the various estate, gift, income and generation-skipping taxes that come into play. The firm uses an estate planning protocol* at an initial client meeting which allows it to gather pertinent information such as:
- Family dynamics
- Business and other relevant agreements
- Pension, 401(K) and IRA plans
- Insurance holdings
- Goals and concerns
This process enables Attorney Trebing to quickly spot potential legal and tax issues and make initial estate plan recommendations, including various options that may be available.
The Estate Planning Process
After the initial consultation, Attorney Trebing facilitates additional discussions and meetings to refine and customize the estate plan. And while a Last Will and Testament is often the cornerstone of a well-drawn estate plan, proper estate planning should take into account other options that are available to help insure that your assets are properly protected and preserved for your family and that your intentions as to who will inherit your life’s work are properly carried and that taxes are minimized, including:
- Powers of Attorney
- Living Wills
- Revocable trusts
- Dynasty trusts
- Asset protection trusts
- Spousal Lifetime Asset Trusts (“SLATs”)
- Family Partnerships
- Irrevocable Life Insurance Trusts
- Prenuptial agreements
Estate And Trust Administration
The proper administration of an estate or trust can be a difficult and time-consuming task, fraught with potential liabilities and pitfalls for the appointed Executor or Trustee, who often lack the expertise required to fulfill their fiduciary obligations. With his extensive experience in the administration of estates and trusts, Attorney Trebing is uniquely qualified to advise Executors, Trustees and other fiduciaries regarding their fiduciary duties and legal obligations, and to assist them in carrying out their functions. In appropriate circumstances, Attorney Trebing can also serve as an Executor or Trustee of your estate or trust. This may particularly be useful where an independent Executor or Trustee is needed for tax reasons.
Learn More About How We Can Help Your Estate Plan
* To learn about the information and documents needed to get started on an estate plan, download my Estate Planning Organizer.